CLA (CliftonLarsonAllen) Wealth Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $407K | Hold |
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|
2024
Q4 | $409K | Hold |
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2024
Q3 | $408K | Hold |
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|
2024
Q2 | $406K | Hold |
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|
2024
Q1 | $402K | Hold |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $628K | Sell |
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|
2023
Q1 | $862K | Sell |
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|
2022
Q4 | $16.3M | Buy |
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|
2022
Q3 | $2.73M | Sell |
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|
2022
Q2 | $3.44M | Buy |
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|
2022
Q1 | $2.38M | Sell |
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|
2021
Q4 | $4.42M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $7.63M | Buy |
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|
2018
Q3 | $799K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $810K | Buy |
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